Account Executive, Employee Benefits

HUB International • Oklahoma City, OK

10d • Hybrid

About The Position

The Employee Benefits Account Executive supports the Sales and Service efforts of the employee benefits department, contributing to client retention and growth. The role maintains extensive contact with client C-suite leaders as an extension of the producer and focuses on clients’ strategic outlook. Working closely with a team, the Account Executive executes strategic plans while maintaining a high-level focus across multiple clients. This is a hybrid role requiring three days per week in the office.

Requirements

• At least 7 years of related experience working as an Account Executive in the employee benefits arena, or an equivalent combination of education and experience.
• A high school diploma or equivalent is required.
• L&H License required, or ability to obtain it within 120 days of hire.
• Must hold a valid driver’s license and have dependable transportation.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and ability to follow guidelines for working in BMS (EPIC) for premium efficiency.
• Ability to read and interpret documents, write routine reports and correspondence, and speak effectively with customers and teammates.
• Ability to perform basic arithmetic using whole numbers, common fractions, and decimals.
• Ability to define problems, collect data, establish facts, draw valid conclusions, interpret technical instructions, and work with abstract and concrete variables.
• Ability to meet the job’s physical requirements, including occasional lifting or moving of up to 25 pounds.

Nice To Haves

• Bachelor’s degree preferred.
• Self-funding and fully insured experience preferred.
• Bilingual in English and Spanish is a big plus.

Responsibilities

• Maintain relationships with existing clients through proactive, creative, and ongoing contact, and oversee successful client partnerships.
• Develop strategic plans for complex underwriting and client strategies.
• Collaborate with producers, account teams, centralized teams, and specialty practices on client strategy.
• Attend and lead client meetings at least quarterly.
• Review and deliver monthly and quarterly claims experience reports to clients.
• Advance projects and strategic initiatives between quarterly meetings.
• Round accounts, especially voluntary benefits.
• Implement clients’ multi-year strategic plans.
• Attend industry-related continuing education training and courses.
• Proactively understand client account requirements and needs.
• Develop and maintain working relationships with carriers, broker servicing networks, and other industry solutions.
• Oversee resolution of escalated issues between clients and vendors.
• Mentor and train Account Managers, Account Administrators, and other team members.
• Manage retention and growth of the Account Executive’s book of business, including reviewing client compensation and evaluating additional coverage lines when appropriate.
• Follow HUB Broker Standards.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Collaborative, high-performing culture, community impact through HUB Gives, and room to grow a career.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED